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EIN 87-4017417

FPA of Metro New York

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Brooklyn
State
New York
Year formed
2021
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
FPA of Metro New York's mission is to support FPA's purpose and policies, as well as Financial Planning Association's purpose and policies. They hosted a 1 day Career Day Conference for their members, where potential employers and members explored various career opportunities. Members were also able to join education presentations to help them in their professional development. In addition, they hosted a 2 day virtual forum for their members via the conference application Whova, which presented two half days of education presentations that allowed them to receive continuing education credits.
Related structure
FPA of Metro New York is child organization, under the parent exemption from The Financial Planning Association.
Total revenues
$94,955
2024
Total expenses
$96,757
2024
Total assets
$119,123
2024
Num. employees
0
2023

Program areas at FPA of Metro New York

Conference 7/19/2022 - Hosted a full day RIA Investment Management education conference for our members. Members were able to partake in a number of in person education presentations for continuing education credits.
Career Day 11/4/2022 - Hosted a 1 day Career Day Conference in person to beneifit our members. Potential employers and our members got together to explore various career opportunities. Members also had the opportunity to join education presentations to help guide them with their career growth.
Annual Forum 5/2-5/3/2022 - Hosted a 2 day virtual forum for our members via the conference application Whova. Members were presented with two half days of education presentations that they could receive continuing education credits from.

Who funds FPA of Metro New York

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Financial Planning AssociationDeconsolidation Grant$122,616

Personnel at FPA of Metro New York

NameTitleCompensation
Anora GaudianoMembership Director$0
Stephanie ChauAdvocacy Director$0
Timothy HamiltonPresident$0
Edward HadadSponsorship Director$0
Ross NatoliProgramming Director$0
...and 3 more key personnel

Financials for FPA of Metro New York

RevenuesFYE 12/2023
Total grants, contributions, etc.$46,082
Program services$48,873
Membership dues$46,082
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$94,955

Form 990s for FPA of Metro New York

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-24990EZView PDF
2022-122023-12-19990View PDF
Data update history
December 7, 2024
Posted financials
Added Form 990EZ for fiscal year 2023
November 27, 2024
Updated personnel
Identified 5 new personnel
February 4, 2024
Posted financials
Added Form 990 for fiscal year 2022
February 4, 2024
Updated personnel
Identified 11 new personnel
February 3, 2024
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
527 CT St Apt5b
Brooklyn, NY 11231
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
Kings County, NY
Website URL
financialplanningassociation.org/chapter/fpa-metro-new-york 
Phone
(603) 732-6852
IRS details
EIN
87-4017417
Fiscal year end
May
Taxreturn type
Form 990-EZ
Year formed
2021
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Child within group exemption
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